Wealth Enhancement & Preservation Of GA, LLC DIA Holdings History
Wealth Enhancement & Preservation of GA, LLC's SPDR Dow Jones Industrial Average ETF Holding Summary
As of 2023-06-30, Wealth Enhancement & Preservation of GA, LLC held 11,093.00 shares of SPDR Dow Jones Industrial Average ETF(DIA), totaling $3.81 Mil. This investment constitutes 3.66% of their stock portfolio, and Wealth Enhancement & Preservation of GA, LLC now holds 0.01% of the outstanding SPDR Dow Jones Industrial Average ETF(DIA) stock.
The initial trade took place in 2019Q4. And since then Wealth Enhancement & Preservation of GA, LLC has made 9 purchases of DIA, at an average price of $282.14, for a total of 59,500.00 shares. In addition, there have been 5 sales at an average price of $276.01 for 48,407.00 shares. Based on historical transaction data and DIA's current price of $442.38, Wealth Enhancement & Preservation of GA, LLC's estimated gain on his DIA holdings is $1.48 Mil, reflecting a 8.82% gain to date.
Wealth Enhancement & Preservation of GA, LLC DIA ($442.38) Holding Chart
Wealth Enhancement & Preservation of GA, LLC DIA ($442.38) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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